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XML Standards

CSIO Extensible Markup Language (XML) data standards are designed to efficiently transport and store insurance policy data between brokers and insurers. XML standards are both human- and machine-readable and enable efficient use and reuse of data among businesses that are both producers and consumers of data.

Note: Access to download CSIO standards is only available to insurance company and software provider members. However, a summary of changes to the latest standards release, available to all members, can be accessed here.

Most recent XML standards update

XML standards download

How do I request a change to the standards?

Can’t find a CSIO code? Need a new code or want to propose enhancements to the CSIO standards? Then simply submit a Standards Request here.

Working groups and MRs

Your organization can participate in the development of CSIO XML standards by sending a representative to the national standards working groups. The representative should have experience with CSIO standards and be very comfortable with the business requirements of your organization.

To make a change to the CSIO XML standards, complete a maintenance request (MR) and it will be addressed at an upcoming working group.

XML eDocs

The successful implementation of the eDocs standard – developed by CSIO – has generated a lot of excitement in the insurance industry. CSIO recognized brokers’ needs and developed the standard for the eDocs process in just a few months. This process saves brokers time and money by allowing policy documents (usually PDFs) to be downloaded directly from an insurer’s system to a broker’s BMS via CSIOnet. The transmitted documents are then stored automatically in the broker’s BMS without the need for manual intervention.

The XML message to support eDocs is the “ActivityNoteRs” message, which can be found in our XML standards releases. The standard change to allow XML eDocs on CSIOnet can be found in the C110 – CSIO Transmission Session Options [DOC] part of the standards.

What is available in the CSIO XML standards?

One of the major advantages of XML is that it has standards for all lines of business, including Personal Lines, Commercial Lines and Claims. CSIO XML standards include business messages used to exchange information between insurance companies and brokerages. The messages are for the following business areas:

Working Groups / Events

Join our live demonstration of the CSIO My Proof of Insurance eDelivery solution and learn how to create a digital experience for your customers! This solution is free to CSIO members and enables you to send customers digital policy documents for personal and commercial lines, as well as proof of...